Note: In September 2018, McGuire said he expects Terex
Corporation shares to triple although it had already doubled since he first
invested in July 2016. Shares were trading in the low-40s at the time. It
currently trades at $31.47.

Below is a spreadsheet that shows the changes to Mick
McGuire's Marcato Capital 13F portfolio holdings as of Q1 2019. For a look at
how the portfolio has progressed, see our previous update: